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Fear is in the air on the ASX
Australian market sentiment has slumped to “Extreme Fear”. Valuations, though, are sitting right around their long-run median. Here’s what the dashboards are saying, and why the gap between mood and maths is worth watching.
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Money Flow on the ASX: What it Tells You
We tested a popular “smart money” indicator across nine years of ASX data. What it does flag is that the range of outcomes widens.
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TINA’s Exited the Building
A 10-year Australian government bond now pays 5.4%. The ASX 200 yields about 3.3% in dividends. Franking changes the maths but not by as much as you may assume
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Banks v Diggers’ Tug of War
Australia never designed its sharemarket this way. Nearly 60 cents in every index dollar rides on banks and diggers — two engines, two fuel supplies, an accidental hedge nobody built. Last Friday they split. Tuesday they fell over together. Here’s what that means before the RBA’s 29 September call.
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Commodities 2026: Haven, Hedge, or Hype
With tariffs, two wars and a trillion-dollar US interest bill reshaping markets, investors are asking whether commodities are the place to hide. The short answer is not fully. But they hedge something specific, and Australian portfolios already own more of them than most people realise.
